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Winthrop Advisory Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Winthrop Advisory Group’s Portfolio ACWX Stock Details ACWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$105M Buy
1,382,668
+111,706
+9% +$8.31M 7.09% 3
2026
Q1 		$87M Buy
1,270,962
+145,750
+13% +$10.3M 7.11% 4
2025
Q4 		$75.5M Buy
1,125,212
+77,711
+7% +$5.15M 6.4% 5
2025
Q3 		$68.1M Buy
1,047,501
+78,982
+8% +$4.94M 5.96% 5
2025
Q2 		$59M Buy
968,519
+48,116
+5% +$2.78M 5.69% 6
2025
Q1 		$51M Buy
920,403
+162,790
+21% +$8.94M 6.14% 6
2024
Q4 		$39.5M Buy
757,613
+408,828
+117% +$22.4M 4.74% 6
2024
Q3 		$20M Buy
348,785
+340,775
+4,254% +$18.6M 2.47% 10
2024
Q2 		$426K Buy
8,010
+183
+2% +$9.76K 0.06% 93
2024
Q1 		$418K Hold
7,827
– – 0.06% 94
2023
Q4 		$400K Buy
+7,827
New +$377K 0.06% 89

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Winthrop Advisory Group's ACWX Position: Q2 2026 in Review

Winthrop Advisory Group increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 8.8% in Q2 2026, buying an estimated $8.31M and bringing the position to 1,382,668 shares worth $105M. The position accounts for 7.09% of the portfolio, ranked #3.

Winthrop Advisory Group first reported a position in ACWX in Q4 2023 and has held it in 11 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Winthrop Advisory Group held 1,382,668 shares of iShares MSCI ACWI ex US ETF worth $105M as of Q2 2026.
  • Winthrop Advisory Group bought 111,706 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $8.31M.
  • iShares MSCI ACWI ex US ETF made up 7.09% of Winthrop Advisory Group's portfolio in Q2 2026, its #3 holding.
  • Winthrop Advisory Group first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 11 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.